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Presilium Private Wealth

Presilium Private Wealth

Por: Jerry Davidse

A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.

228 episodios disponibles

Latest episodes of the podcast Presilium Private Wealth

FPF 171 - Why We’re Gifting Our Kids $4 Million Each for Christmas 09/12/2025

Practical Cents #1 - When Does It Make Sense to Refinance Your Mortgage 02/12/2025

FPF 170 - What The Past 25 Years Can Teach Us About The Next 25 02/12/2025

FPF 168 - Happy Thanksgiving 25/11/2025

FPF 169 - My Annual Birthday Video 25/11/2025

TBQ 30: What Should I Do About My Health Benefits? 25/11/2025

TT4TT 12 - How Can I Minimize Taxes in Retirement 19/11/2025

FPF 167 - Your Biggest Investment Risk 11/11/2025

BV 16 - Raising Capital The Right Way 11/11/2025

FPF 165 - How to Survive Big Market Declines 10/11/2025

TT4TT 11 - What Should I Do With My Pension When I Retire? 05/11/2025

FPF 166 - Year End 2025 Planning 04/11/2025

FPF 165 - How to Survive Big Market Declines 28/10/2025

TBQ 29 - How Do I Protect Myself 28/10/2025

FPF 164 - How Long Can Stocks Continue to Go Up 21/10/2025

FPF 163 - When to find the largest investment gains 16/10/2025

TT4TT #10 - Should You Pay for College - Or Share the Responsibility 15/10/2025

BV 15 - Outsourcing to Create Leverage 14/10/2025

FPF 162 - Donor Advised Funds 07/10/2025

TT4TT #9 - Don’t Gift The House (Yet) 01/10/2025

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